Key Duties:

• Effective leads management from a number of various sources.
• Complete a fact find, ask effective questions to ascertain financial position and expenditure.
• Assess mortgage market and make recommendations to our clients, providing advice and support with their decision making.
• Follow strict industry rules and guidelines and ensure you give impartial and appropriate financial advice.
• Understand and provide advice on insurance-based products.
• Work effectively and efficiently with our Mortgage Support Team and other advisers.
• Closely work and build relationships with a prominent estate agency and their team.
• Review and respond in a timely manner to client requests.
• You must be flexible and charismatic when meeting clients.
• Build and maintain relationships with other professionals/key stakeholders.
• Undertake continuous professional development to meet regulatory requirements and personal development needs.

Skills, Experience & Attributes:

• Fully CeMAP qualified.
• Possess at least 2 years' experience working within a Mortgage & Protection Adviser role.
• Understand the Financial Conduct Authority (FCA) regulatory requirements and ensure you meet these.
• Superb time management with the ability to multi-task and prioritise workloads.
• Outstanding organisational skills.
• Excellent communication techniques.
• Exceptional attention to detail.
• Ability to capture and document information and data accurately.
• Hardworking and self-motivated with good work ethics.
• Strong inter-personal skills both face to face and on the telephone.
• Ability to demonstrate a passionate and caring nature for clients, colleagues, and the company.
• Ability to act with total discretion and respect client confidentiality.

Key Requirements:

• Proven track record in a previous advisory role.
• Fully office based.

Location – Crewe, Cheshire, CW2.

Salary – DOE

What's in it for you?

Life at Franklyn comes with the following benefits:

• Uncapped bonus
• Leads provided by the business
• Contributory pension scheme (after 3 months continuous service)
• Death in service (after 6 months continuous service)
• Critical illness cover and income protection (after 2 years continuous service)
• Private medical insurance (after 5 years continuous service)
• 29 days holiday inclusive of any bank holidays
• Health and Wellbeing fitness session every week
• Quarterly team events
• Support with professional development if desired, such as further qualifications
• Access to your own Financial Adviser

Think it could be you? Apply HERE or email your CV to [email protected]